AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
-$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.72M
3
+$1.45M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.39M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.02M

Top Sells

1
+$3.12M
2
+$2.01M
3
+$1.4M
4
VIS icon
Vanguard Industrials ETF
VIS
+$683K
5
VFH icon
Vanguard Financials ETF
VFH
+$678K

Sector Composition

1 Technology 13.56%
2 Healthcare 12.63%
3 Financials 11.26%
4 Industrials 8.23%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$47.9K 0.01%
586
427
$47.5K 0.01%
+1,500
428
$47.5K 0.01%
320
429
$47.4K 0.01%
4,100
-900
430
$47.2K 0.01%
4,744
-176
431
$46.7K 0.01%
850
432
$46.6K 0.01%
890
+440
433
$46.3K 0.01%
919
434
$46.3K 0.01%
+2,413
435
$45.8K 0.01%
1,219
436
$45.6K 0.01%
900
437
$45.1K 0.01%
660
438
$45.1K 0.01%
300
439
$45K 0.01%
324
+44
440
$44.8K 0.01%
388
441
$44.7K 0.01%
1,253
+1,203
442
$44.5K 0.01%
2,040
+390
443
$44.3K 0.01%
977
+11
444
$44.3K 0.01%
435
+10
445
$44.2K 0.01%
1,572
-28
446
$43.8K 0.01%
650
447
$43.4K 0.01%
2,040
448
$43.2K 0.01%
3,050
-4,800
449
$43.1K 0.01%
1,975
450
$43.1K 0.01%
530
-55
16 17
18
19 20